Wealth Planning

Firms that don’t embrace technological solutions to track, analyze and assess risk across asset classes and geographies will be hard-pressed to stay relevant.

Marriage unlocks a way for partners to stay on track for retirement should one person's employment situation change.

Like any financial windfall, the jumbo Mega Millions prize will be subject to taxes.

What advisors can learn from the reasons this client lost his term rider.

The billionaires’ minimum income tax would require those worth more than $100 million to pay a minimum of 20% on their capital gains each year, regardless of whether they sold assets for a profit or continue to hold them.